Melissa Reaktenwalt has been Employee Ownership - Class A and B Shares of Rossby Financial since February 2024, is not listed as a control person, but directly owns under 5% of the firm.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
Melissa Reaktenwalt’s longest registration was 5 years at Cambridge Investment Research Advisors, Inc. (2018–2024). Before joining Rossby Financial in 2024, Melissa Reaktenwalt was registered through Cambridge Investment Research Advisors, Inc. and MML Investors Services, LLC.
- Rossby Financial, LLCCurrent– present · 2 yearsUpper Marlboro, MD · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 5 yearsUpper Marlboro, MD · Adviser representative · Firm CRD 134139
- MML Investors Services, LLC– · 3 yearsRockville, MD · Adviser representative · Firm CRD 10409
- Cambridge Investment Research Advisors, Inc.– · 3 yearsRockville, MD · Adviser representative · Firm CRD 134139
- Securian Financial Services, Inc.– · 2 yearsRockville, MD · Adviser representative · Firm CRD 15296
- Navy Federal Asset Management, LLC– · under a yearVienna, VA · Adviser representative · Firm CRD 144244
Investment adviser representative registrations
Melissa Reaktenwalt is registered as an investment adviser representative in 4 states. The first approvals date from February 2024; the most recent is Florida, in April 2024.
- FloridaSince 10 April 2024
- MarylandSince 23 February 2024
- MichiganSince 27 February 2024
- TexasSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 December 2008 |
| Series 7 | General Securities Representative Examination | 4 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Melissa B Reaktenwalt
- CRD
- 5273962
- Firm
- Rossby Financial · CRD 324631
- Role
- Employee Ownership - Class A and B Shares
- Office
- 1401 Mercantile Lane, Suite 500-L, Upper Marlboro, MD 20774
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Melissa Reaktenwalt work?
Melissa Reaktenwalt has been Employee Ownership - Class A and B Shares of Rossby Financial, LLC since February 2024.
Is Melissa Reaktenwalt a financial advisor?
Yes. Melissa Reaktenwalt has a current investment-adviser registration in Florida, Maryland, Michigan and Texas, through Rossby Financial since February 2024.
How many years of experience does Melissa Reaktenwalt have?
Melissa Reaktenwalt has 17 years in the financial industry, since November 2008, across 5 adviser firms.
What exams has Melissa Reaktenwalt passed?
Melissa Reaktenwalt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited Melissa Reaktenwalt with the SIE, which began in October 2018.
Where did Melissa Reaktenwalt work before Rossby Financial?
Before Rossby Financial, Melissa Reaktenwalt was registered through MML Investors Services, LLC, October 2015 to November 2018; Cambridge Investment Research Advisors, Inc., June 2012 to October 2015; Securian Financial Services, Inc., January 2010 to June 2012; Navy Federal Asset Management, LLC, May 2009 to January 2010.
Where is Melissa Reaktenwalt based?
Melissa Reaktenwalt’s registered office is in Upper Marlboro, MD.
Is Melissa Reaktenwalt registered with FINRA?
Yes. Melissa Reaktenwalt has a current broker registration, under CRD 5273962.
Source: FINRA BrokerCheck
How can I verify Melissa Reaktenwalt’s record?
Search CRD 5273962 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melissa Reaktenwalt’s full registration record.